Data management policies

1 Overview
2 Enabling data management and processing policy execution on servers
3 Enabling data import policy execution on servers
4 Find and list data management policies
5 Creating a data management policy
6 Adding Data Management Filtering criteria
7 Custom Schedules
8 Modifying and deleting data management policies
9 Alerts

Overview

Data management policies are very powerful tools for automated data management. Administrators can define rules that execute various actions based on customizable filtering criteria. The policies are executed by the Verba Storage Management Service and/or the Verba Import Service on either Verba Recording servers or Media Repositories.

Policy execution is turned off by default, it has to be enabled in the server configuration.

The system supports the following data management policy types:

Type	Description	Policies

Type

Description

Policies

Data Retention

Data retention policies are responsible for managing the lifecycle of the data in the system. Retention policies allow moving data from one storage location to another, managing retention period or deleting/disposing of recordings.

Data Processing

Data processing policies can provide additional information by analyzing certain aspects of the data (e.g. transcribing speech to text), or convert recordings from one format to another.

Data Import

Data import policies drive the data import process which allows ingesting different data into the system.

Data Import

Enabling data management and processing policy execution on servers

Configured data management policies have to be enabled in the Verba Storage Management Service in order to run them. Please follow the steps below to enable the feature:

Step 1 - Login to the web interface with System administrator rights.

Step 2 - Navigate to the Configuration / Servers menu item and select the Media Repository server (or Single server) from the list.

Step 3 - Click on the Change Configuration Settings tab and find the Storage Management / Data Retention section.

Step 4 - Set the Enabled setting to Yes.

Step 5 - Configure the Schedule setting.

Step 6 - Save the changes by clicking on the

icon.

Step 7 - A notification banner will appear on the top. Click on the click here link, so you will be redirected to the Configuration Tasks tab. Click on the Execute button in order to execute the changes.

For further information on the configuration settings, check Storage management settings.

Enabling data import policy execution on servers

Step 1 - Login to the web interface with System administrator rights.

Step 2 - Navigate to the Configuration / Servers menu item and select the Media Repository server (or Single server) from the list.

Step 3 - Go to the Service Activation tab, then activate the Verba Import Service by clicking on the

icon.

Step 4 - Go to the Change Configuration Settings tab, configure the schedule settings under the CDR and Archived Content Importer \ CDR Import and Archive Import nodes.

Step 5 - Save the changes by clicking on the

icon.

Step 6 - A notification banner will appear on the top. Click on the click here link, so you will be redirected to the Configuration Tasks tab. Click on the Execute button in order to execute the changes.

Step 7 - Click on the Service Control tab.

Step 8 - Start the Verba Import Service by clicking on the

icon.

For further information on the configuration settings, check CDR and Archived Content Importer settings.

Find and list data management policies

Select the Data management / Data Management Policies menu item. You can use the search form below the title, to filter data retention policies: just select your filter and click Find.

When you click on a policy (or the Add New Data Management Policy button to create a new one), the Data Management Policy Configuration page opens.

Creating a data management policy

You can create a new data retention policy by clicking on the Add New Data Management Policy link on the Administration / Data Management Policies page. After selecting the link, the following page is opened.

The following table describes the policy settings that are common for all types of policies:

Setting	Description	Requirements

Setting	Description	Requirements
Name	The name of the data management policy.	Required field. Minimum length: 3 Maximum length: 256 Must be unique in the system.
Enabled	Indicates whether the policy is enabled or disabled. Only enabled policies are executed.	Required field.
Priority	Defines the execution order of the policies. This should be an integer number. Higher priority policies are processed first if multiple policies apply to the same call.	Required field.
Action	Defines the policy action. Some of the configuration options are only available with certain actions. The layout of the configuration page changes based on the selected action. For more information on each of the actions and their specific configuration options refer to the individual description pages.	Required field.